Awards & Recognition

We are proud to be honoured in our community, province and nationwide

While results and the service we provide clients remain our focus, we are honoured to be recognized by some of the leading business organizations in Saskatoon, Saskatchewan and nationally – including Wealth Professional magazine, which named both Kevin Hegedus and Kevin Haakensen as two of the Top 50 advisors in Canada for 2017, and again in 2018.
 
WPA18 Winner Badges The Franklin Templeton Investments Award for Top Advisor Office More Than 10 Staff
 
Winners, 2018 Wealth Professional Award

The Franklin Templeton Investments Award for Top Advisor Office (More than 10 Staff)

This Award goes to the outstanding advisor practice company, office or branch with 10 or more staff or full-time equivalents on a national scale.  Consideration goes to standout achievements of the year, growth, amount of business written during the year, overall customer service and stakeholder engagement.  

 

 
WPA18 Winner Badges The Mandeville Private Client Inc. Award for Advisor of the Year
 
 
Winner, 2018 Wealth Professional Award - Kevin Hegedus
The Mandeville Private Client Inc. Award for Advisor of the Year 
 
This Advisor of the Year Award recognizes outstanding financial advisor who has best excelled at pushing the envelope with innovation and growth, garnering both industry and investor attention and the respect of his/her peers and colleagues. The Awardee must demonstrate an unfaltering commitment to his/her clients with exemplary customer service while building and cementing client relationships.
 
 

TOP 50 2018

 Winners, 2017-18 Wealth Professional Award

Top 50 Advisors

This award recognizes Canada's premier financial planners who have distinguished themselves within the industry through superior offerings and exemplary client service. 

 

 

The National Bank Financial Award for Outstanding Philanthropy Community ServiceFinalist, 2018 Wealth Professional Award

The National Bank Financial Award for Outstanding Philanthropy & Community Service

This award celebrates the outstanding contribution of time, leadership and financial support of a company who set new benchmarks of excellence in the acts of giving and volunteering. will recognize the business, group, office or individual advisors that have made exemplary philanthropic contributions over the last year as part of a broader, sustained community service effort.

 

 

The AGF Award For Engagement Loyalty Client CareFinalist, 2018 Wealth Professional Award

The AGF Award For Engagement, Loyalty & Client Care

To succeed in today’s marketplace client engagement, loyalty & client care are critical. This Award has emerged from the need for Advisor and offices to excel in these crucial areas. The Award of excellence dedicated to outstanding engagement & loyalty programs plus first-class client care service by an advisor or individual office. Client service is an important measure of any office's long-term success.

 

 

The Ninepoint Partners Award for Best Advisor Alternative Investments

Finalist, 2018 Wealth Professional Award - Kevin Haakensen

The Ninepoint Partners Award for Best Advisor - Alternative Investments

This award for excellence recognizes the standout performer in the investment industry who makes use of alternative solutions in developing investment solutions for their clients. Alternative solutions are investments in asset classes other than stocks, bonds and cash, featuring low correlations to traditional asset classes. Alternative solutions may include: equity or fixed income mutual funds that use alternative strategies, infrastructure, commodities, hedge funds, private equity, and structured products.

 

 

SABEX Small Business

 

Winner, 2018 Great Saskatoon Chamber of Commerce SABEX Award

Small Business of the Year

SABEX Awards are presented to area organizations that raise the standard in the quality of their products, services and economic and community contributions. We're honoured to have been recognized as Small Business of the Year.  

 

 

SASKATOON 2018 8yrs TAG

 

 Winner, 2011 - 2018 Consumer Choice Award

Saskatoon, Financial Planning Consultants

The Consumer Choice Award conducts statistically accurate, independent market research to determine brand reputation, customer satisfaction and excellence. We're proud to have won this award for eight (8) consecutive years in the Financial Planning Consultants category. 

 

 

WP 2017 Outstanding Advisory Teams

 

Winner, 2017 Most Outstanding Advisory Team

Wealth Professional Magazine

A lot more is expected these days from those at the top of their profession. Holistic financial planning is what the industry is all about right now, and in order to provide such a service, many advisors elect to pool their resources. Consumers want convenience, and in the realm of financial advice, that usually means receiving a host of services under one roof.  

 

sprott asset management finalistv2

 

 Finalist, 2017 Wealth Professional Award - Kevin Haakensen

The Sprott Asset Management Award for Best Advisor - Alternative Investments

This award for excellence recognizes the standout performer in the investment industry who makes use of alternative solutions in developing investment solutions for their clients. 

 

 

WPA16 Winner THE B2B BANK AWARD FOR MULTI SERVICE ADVISOR OF THE YEAR

 Winner, 2016 Wealth Professional Award - Kevin Hegedus

Multi-Service Advisor of the Year

This award for excellence recognizes outstanding advisors who demonstrate commitment beyond traditional financial advice - including insurance, succession consulting, investments, tax and estate planning, mortgages, retirement, and more. 

 

 

WPA16 Winner THE B2B BANK AWARD FOR MULTI SERVICE ADVISOR OF THE YEAR

 Winner, 2015 Wealth Professional Award

Best Practice Individual Advisor Office (25 staff or less)

This prestigious national award sponsored by the Financial Planning Standards Council is bestowed on the company, office or branch with 25 or fewer staff, taking into account volume/book size, client service and retention and reputation. 

 

BBB Award

 

Winner, 2015 Better Business Bureau Torch Award

Ethics & Integrity in Business Professional Services

The Torch Awards, presented by the Better Business Bureau of Saskatchewan, recognize service excellence and customer satisfaction, as well as leadership in ethical business practices.